Private Wealth Strategies, L.L.C. EPS Holdings History
Private Wealth Strategies, L.L.C.'s WisdomTree U.S. LargeCap Fund Holding Summary
As of 2024-06-30, Private Wealth Strategies, L.L.C. held 1.27 Mil shares of WisdomTree U.S. LargeCap Fund(EPS), totaling $72.25 Mil. This investment constitutes 14.5% of their stock portfolio, and Private Wealth Strategies, L.L.C. now holds -% of the outstanding WisdomTree U.S. LargeCap Fund(EPS) stock.
The initial trade took place in 2019Q4. And since then Private Wealth Strategies, L.L.C. has made 14 purchases of EPS, at an average price of $37.47, for a total of 1.95 Mil shares. In addition, there have been 4 sales at an average price of $47.27 for 681,274.00 shares. Based on historical transaction data and EPS's current price of $63.77, Private Wealth Strategies, L.L.C.'s estimated gain on his EPS holdings is $40.09 Mil, reflecting a 54.83% gain to date.
Private Wealth Strategies, L.L.C. EPS ($63.77) Holding Chart
Private Wealth Strategies, L.L.C. EPS ($63.77) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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